SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,140 | +95195.7% | 1,369 | 0.0% | 0.71% | +37.6% |
| Q2 2023 | $656 | +4.8% | 1,369 | 0.0% | 0.52% | +9.3% |
| Q1 2023 | $626 | +3.0% | 1,369 | -0.4% | 0.47% | +3.5% |
| Q4 2022 | $608 | -99.9% | 1,374 | 0.0% | 0.46% | +4.1% |
| Q3 2022 | $552,000 | -2.8% | 1,374 | 0.0% | 0.44% | +3.8% |
| Q2 2022 | $568,000 | -15.7% | 1,374 | 0.0% | 0.42% | +5.5% |
| Q1 2022 | $674,000 | -5.9% | 1,374 | -0.7% | 0.40% | +2.8% |
| Q4 2021 | $716,000 | -0.7% | 1,384 | -7.7% | 0.39% | -7.8% |
| Q3 2021 | $721,000 | -4.1% | 1,499 | -2.2% | 0.42% | -3.9% |
| Q2 2021 | $752,000 | -0.1% | 1,532 | -3.2% | 0.44% | -9.1% |
| Q1 2021 | $753,000 | +7.1% | 1,582 | -5.4% | 0.48% | -5.3% |
| Q4 2020 | $703,000 | +24.0% | 1,673 | 0.0% | 0.51% | +11.8% |
| Q3 2020 | $567,000 | +2.5% | 1,673 | -1.8% | 0.46% | -9.3% |
| Q2 2020 | $553,000 | +23.4% | 1,703 | 0.0% | 0.50% | -5.1% |
| Q1 2020 | $448,000 | -25.6% | 1,703 | +6.2% | 0.53% | +9.1% |
| Q4 2019 | $602,000 | +6.5% | 1,603 | 0.0% | 0.49% | -1.6% |
| Q3 2019 | $565,000 | -0.5% | 1,603 | 0.0% | 0.49% | -3.9% |
| Q2 2019 | $568,000 | +1.2% | 1,603 | -1.2% | 0.51% | -1.3% |
| Q1 2019 | $561,000 | +14.3% | 1,623 | 0.0% | 0.52% | -1.0% |
| Q4 2018 | $491,000 | -19.5% | 1,623 | -2.2% | 0.53% | +4.8% |
| Q3 2018 | $610,000 | +2.9% | 1,660 | -0.6% | 0.50% | -2.7% |
| Q2 2018 | $593,000 | +3.9% | 1,670 | 0.0% | 0.52% | +5.1% |
| Q1 2018 | $571,000 | -20.4% | 1,670 | -19.5% | 0.49% | -20.9% |
| Q4 2017 | $717,000 | – | 2,075 | – | 0.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |